Sales teams track their personal quota, their team quote, forecast gaps, and likely deals in their pipeline in a dashboard.

Trusted AI for
Financial Services

Financial Services AI offers the essential building blocks for wealth management, banking, and insurance organizations to deploy trusted AI solutions powered by your data, personalized for your customers.

With a Data Cloud foundation for Financial Services Cloud, customers can ground their prompts in the relevant business context. Adding AI right in the flow of work empowers businesses to get work done faster.

The AI opportunity for Financial Services

Today’s financial services organizations are looking to mitigate risk, improve efficiency and personalized experience. AI promises to solve these challenges.

91 %

of financial services business leaders believe that generative AI would benefit their organizations

4.4 x

of the money lost to fraud is used by financial institutions for investigating, resolving, and preventing future occurrences

26 %

increased productivity in financial services using increase Generative AI

Explore top use cases in financial services

Personalized Finance

Centralize client data to power trusted AI summaries and insights to help drive meaningful customer conversations.

Wealth Client Account Summary

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Learn how Salesforce for financial services empowers customers' financial success.